See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,415 | $105,126+131.5% | $94,646+157.2% | $139,434+74.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 12.25% | 38.03%-25.8pp | 156.71%-144.5pp | 372.94%-360.7pp |
| Employer contribution / active EE | $6,615 | $4,106+61.1% | $3,672+80.1% | $4,751+39.2% |
| Participant deferral / active EE | $9,355 | $7,599+23.1% | $7,418+26.1% | $6,710+39.4% |
| Admin fee / account holder | $46,484 | $8,984+417.4% | $7,231+542.9% | $11,403+307.7% |